RobertTaylor

Wealthplan Partners

About this Advisor

Robert Taylor is a certified financial planner who lives in New York, New York. Currently an advisor at Wealthplan Partners, they have accrued a notable 25 years of professional experience as a financial advisor. Taylor maintains Series 63 and Series 66 licenses, certifying them as a securities agent. Taylor is registered to work with investors based out of Nebraska. Their career trajectory has included roles at Fidelity Brokerage Services, Inc, Securities America, Inc and Wealthplan Partners.
Wealthplan Partners is based out of New York, New York, and has 15 offices in the country. In aggregate, Wealthplan Partners oversees $988 million in assets dispersed across 2,583 client accounts and retains more than 45 people. The amount of assets the firm manages places it among the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets.
Wealthplan Partners offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Services Offered

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

300 Park Ave.

New York, NY 10022

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Wealthplan Partners Brokerage Details

Total Assets Under Management

$988,111,577

NY Average: $1,978,216,465

Total Number of Employees

45

NY Average: 226

Total Number of Accounts

2,583

NY Average: 7,467

Average Account Size

$382,544

NY Average: $264,928

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